Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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52
Number of overlapping holdings
51.5%
% of EQWL's 101 holdings also in JEPI
44.1%
% of JEPI's 139 holdings also in EQWL
Overlap by Weight
Sector Drift (EQWL minus JEPI)
Overlapping Holdings
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| Company | Weight in EQWL |
Weight in JEPI |
Overlap | |
|---|---|---|---|---|
 |
SOUTHERN CO | 1.1% | 1.3% | 1.1% |
|
PEPSICO INC | 1.1% | 1.2% | 1.1% |
|
EXXON MOBIL CORP | 1.1% | 1.3% | 1.1% |
|
COSTCO WHOLESALE CORP | 1.1% | 1.5% | 1.1% |
|
TEXAS INSTRUMENTS INC | 1.1% | 1.1% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
EQWL Overweight Relative to JEPI
|
3M CO | 1.2% |
|
GENERAL ELECTRIC COMPANY | 1.2% |
|
GOLDMAN SACHS GROUP INC | 1.2% |
|
GENERAL MOTORS CO | 1.1% |
|
SCHWAB (CHARLES) CORP | 1.1% |
|
AMGEN INC | 1.1% |
|
MORGAN STANLEY | 1.1% |
|
CHEVRON CORP | 1.1% |
|
CITIGROUP INC | 1.1% |
|
WELLS FARGO & CO | 1.1% |
EQWL Underweight Relative to JEPI
 |
TRANE TECHNOLOGIES PLC | -1.8% |
|
PROGRESSIVE CORP | -1.7% |
|
EATON CORP PLC | -1.4% |
 |
NXP SEMICONDUCTORS NV | -1.4% |
|
TRAVELERS COS INC/THE | -1.3% |
|
CHIPOTLE MEXICAN GRILL-CL A | -1.3% |
|
VERTEX PHARMACEUTICALS INC | -1.3% |
|
YUM! BRANDS INC | -1.3% |
 |
LINDE PLC | -1.3% |
|
REGENERON PHARMACEUTICALS | -1.2% |